DAVINCI FINANCIAL DESIGNS LLC
Legal name: DAVINCI FINANCIAL DESIGNS
CRD #163362 SEC #801-80733 COLUMBIA, SC 803-741-0134
SEC Registered
Total AUM
$198.3M
Discretionary
$198.3M
Employees
5
Clients
251
Accounts
1,188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $198.3M | $198.3M | $0 | 5 | 0 |
| Mar 2024 | $246.9M | $246.9M | $0 | 9 | 1 |
| Mar 2024 | $246.9M | $246.9M | $0 | 9 | 1 |
| Mar 2023 | $201M | $201M | $0 | 7 | 10 |
| Nov 2022 | $257.7M | $257.7M | $0 | 8 | 10 |
| Mar 2022 | $257.7M | $257.7M | $0 | 8 | 10 |
| Apr 2021 | $221.4M | $221.4M | $0 | 9 | 10 |
| Mar 2021 | $221.4M | $221.4M | $0 | 9 | 10 |
| Jun 2020 | $187.7M | $187.7M | $0 | 11 | 10 |
| Feb 2020 | $187.7M | $187.7M | $0 | 11 | 10 |
| Feb 2020 | $187.7M | $187.7M | $0 | 11 | 10 |
| Oct 2019 | $294.1M | $294.1M | $0 | 16 | 10 |
| Sep 2019 | $294.1M | $294.1M | $0 | 16 | 10 |
| May 2019 | $294.1M | $294.1M | $0 | 16 | 10 |
| May 2019 | $294.1M | $294.1M | $0 | 16 | 10 |
| May 2019 | $294.1M | $294.1M | $0 | 16 | 10 |
| Apr 2019 | $294.1M | $294.1M | $0 | 16 | 10 |
| Mar 2019 | $294.1M | $294.1M | $0 | 16 | 10 |
| Oct 2018 | $275M | $275M | $0 | 15 | 10 |
| Jul 2018 | $275M | $275M | $0 | 15 | 10 |
| Mar 2018 | $275M | $275M | $0 | 15 | 10 |
| Aug 2017 | $261.3M | $242.3M | $19.1M | 14 | 925 |
| Jul 2017 | $261.3M | $242.3M | $19.1M | 14 | 925 |
| Jun 2017 | $261.3M | $242.3M | $19.1M | 14 | 925 |
| May 2017 | $261.3M | $242.3M | $19.1M | 14 | 925 |
| May 2017 | $261.3M | $242.3M | $19.1M | 14 | 925 |
| Mar 2017 | $261.3M | $242.3M | $19.1M | 14 | 925 |
| Dec 2016 | $206.3M | $191M | $15.3M | 15 | 900 |
| Nov 2016 | $206.3M | $191M | $15.3M | 15 | 900 |
| Aug 2016 | $206.3M | $191M | $15.3M | 15 | 900 |
| Jun 2016 | $206.3M | $191M | $15.3M | 15 | 900 |
| Mar 2016 | $206.3M | $191M | $15.3M | 15 | 900 |
| Dec 2015 | $162.4M | $146.8M | $15.6M | 14 | 700 |
| Jun 2015 | $162.4M | $146.8M | $15.6M | 14 | 700 |
| Apr 2015 | $162.4M | $146.8M | $15.6M | 14 | 700 |
| Feb 2015 | $133M | $118M | $15M | 15 | 500 |
| Dec 2014 | $133M | $118M | $15M | 14 | 500 |
| Dec 2014 | $133M | $118M | $15M | 13 | 500 |
| Jun 2013 | $55.9M | $46.5M | $9.4M | 7 | 250 |
| May 2013 | $55.9M | $46.5M | $9.4M | 7 | 250 |
| Apr 2013 | $55.9M | $46.5M | $9.4M | 9 | 250 |
| Apr 2013 | $55.9M | $46.5M | $9.4M | 9 | 250 |
| Apr 2013 | $55.9M | $46.5M | $9.4M | 9 | 250 |
| Feb 2013 | $35M | $35M | $0 | 9 | 0 |
| Jan 2013 | $35M | $35M | $0 | 9 | 0 |
| Dec 2012 | $35M | $35M | $0 | 9 | 0 |
| Dec 2012 | $35M | $35M | $0 | 9 | 0 |
| Dec 2012 | $35M | $35M | $0 | 9 | 0 |
| Aug 2012 | $15M | $15M | $0 | -- | 0 |
| Jun 2012 | $0 | $0 | $0 | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$198.3M
Discretionary$198.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees9
Clients1
DateMar 2024
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees9
Clients1
DateMar 2023
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees7
Clients10
DateNov 2022
Total AUM$257.7M
Discretionary$257.7M
Non-Disc.$0
Employees8
Clients10
DateMar 2022
Total AUM$257.7M
Discretionary$257.7M
Non-Disc.$0
Employees8
Clients10
DateApr 2021
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees9
Clients10
DateMar 2021
Total AUM$221.4M
Discretionary$221.4M
Non-Disc.$0
Employees9
Clients10
DateJun 2020
Total AUM$187.7M
Discretionary$187.7M
Non-Disc.$0
Employees11
Clients10
DateFeb 2020
Total AUM$187.7M
Discretionary$187.7M
Non-Disc.$0
Employees11
Clients10
DateFeb 2020
Total AUM$187.7M
Discretionary$187.7M
Non-Disc.$0
Employees11
Clients10
DateOct 2019
Total AUM$294.1M
Discretionary$294.1M
Non-Disc.$0
Employees16
Clients10
DateSep 2019
Total AUM$294.1M
Discretionary$294.1M
Non-Disc.$0
Employees16
Clients10
DateMay 2019
Total AUM$294.1M
Discretionary$294.1M
Non-Disc.$0
Employees16
Clients10
DateMay 2019
Total AUM$294.1M
Discretionary$294.1M
Non-Disc.$0
Employees16
Clients10
DateMay 2019
Total AUM$294.1M
Discretionary$294.1M
Non-Disc.$0
Employees16
Clients10
DateApr 2019
Total AUM$294.1M
Discretionary$294.1M
Non-Disc.$0
Employees16
Clients10
DateMar 2019
Total AUM$294.1M
Discretionary$294.1M
Non-Disc.$0
Employees16
Clients10
DateOct 2018
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees15
Clients10
DateJul 2018
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees15
Clients10
DateMar 2018
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees15
Clients10
DateAug 2017
Total AUM$261.3M
Discretionary$242.3M
Non-Disc.$19.1M
Employees14
Clients925
DateJul 2017
Total AUM$261.3M
Discretionary$242.3M
Non-Disc.$19.1M
Employees14
Clients925
DateJun 2017
Total AUM$261.3M
Discretionary$242.3M
Non-Disc.$19.1M
Employees14
Clients925
DateMay 2017
Total AUM$261.3M
Discretionary$242.3M
Non-Disc.$19.1M
Employees14
Clients925
DateMay 2017
Total AUM$261.3M
Discretionary$242.3M
Non-Disc.$19.1M
Employees14
Clients925
DateMar 2017
Total AUM$261.3M
Discretionary$242.3M
Non-Disc.$19.1M
Employees14
Clients925
DateDec 2016
Total AUM$206.3M
Discretionary$191M
Non-Disc.$15.3M
Employees15
Clients900
DateNov 2016
Total AUM$206.3M
Discretionary$191M
Non-Disc.$15.3M
Employees15
Clients900
DateAug 2016
Total AUM$206.3M
Discretionary$191M
Non-Disc.$15.3M
Employees15
Clients900
DateJun 2016
Total AUM$206.3M
Discretionary$191M
Non-Disc.$15.3M
Employees15
Clients900
DateMar 2016
Total AUM$206.3M
Discretionary$191M
Non-Disc.$15.3M
Employees15
Clients900
DateDec 2015
Total AUM$162.4M
Discretionary$146.8M
Non-Disc.$15.6M
Employees14
Clients700
DateJun 2015
Total AUM$162.4M
Discretionary$146.8M
Non-Disc.$15.6M
Employees14
Clients700
DateApr 2015
Total AUM$162.4M
Discretionary$146.8M
Non-Disc.$15.6M
Employees14
Clients700
DateFeb 2015
Total AUM$133M
Discretionary$118M
Non-Disc.$15M
Employees15
Clients500
DateDec 2014
Total AUM$133M
Discretionary$118M
Non-Disc.$15M
Employees14
Clients500
DateDec 2014
Total AUM$133M
Discretionary$118M
Non-Disc.$15M
Employees13
Clients500
DateJun 2013
Total AUM$55.9M
Discretionary$46.5M
Non-Disc.$9.4M
Employees7
Clients250
DateMay 2013
Total AUM$55.9M
Discretionary$46.5M
Non-Disc.$9.4M
Employees7
Clients250
DateApr 2013
Total AUM$55.9M
Discretionary$46.5M
Non-Disc.$9.4M
Employees9
Clients250
DateApr 2013
Total AUM$55.9M
Discretionary$46.5M
Non-Disc.$9.4M
Employees9
Clients250
DateApr 2013
Total AUM$55.9M
Discretionary$46.5M
Non-Disc.$9.4M
Employees9
Clients250
DateFeb 2013
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees9
Clients0
DateJan 2013
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees9
Clients0
DateDec 2012
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees9
Clients0
DateDec 2012
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees9
Clients0
DateDec 2012
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees9
Clients0
DateAug 2012
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees--
Clients0
DateJun 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0